DFX Intelligence

A••••• J••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

A••••• J••• B••••

Advisor at A••••••• P•••••• W•••••• L••

A•••••••, FL

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Search this name across graphsid dfx:ria:2c7d5665-8f9e-7aae-1d25-a24cd9c54750

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A••••••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• P•••••• W•••••• L••	Independent wealth	Nov 11, 2024	n/a	yes	A•••••••, FL	Current employment
I••••••• A••••••• S•••••••• L••	Mixed wealth	Oct 18, 2023	Sep 4, 2024	no	MIAMI, FL\|Aventura, FL\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• A••••••• S•••••••• L••	A••••••• P•••••• W•••••• L••	Sep 4, 2024	Nov 11, 2024	68	Firm change	Ibd to new firm
J••• M••••• S••••••••• L••	I••••••• A••••••• S•••••••• L••	Oct 14, 2023	Oct 18, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
282589:332630:FL:2024-09-04	Sep 4, 2024	Nov 11, 2024	MIAMI, FL	Firm change
79:282589:FL:2023-10-14	Oct 14, 2023	Oct 18, 2023	A•••••••, FL	Firm change

Relationships

Registered with (3)

→ A••••••• P•••••• W•••••• L••Registered adviserregistration: current employment
Nov 11, 2024 to presentfactForm ADV
→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 18, 2023 to Sep 4, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 28, 2022 to Oct 14, 2023factForm ADV

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c7d5665-8f9e-7aae-1d25-a24cd9c54750
First observed: Mar 28, 2022
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.